SDYAX Mutual Fund

SDYAX Mutual Fund

NAV$18.53
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Returns Overview

1 Month
-1.09%
3 Months
+2.03%
6 Months
+16.77%
YTD
+10.10%
1 Year
+13.43%
3 Years (annualized)
+16.47%
5 Years (annualized)
+8.69%
10 Years (annualized)
+12.62%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SDYAX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index Total Return
This Mutual Fund (YTD)
+10.10%
Peer Avg (YTD)
+9.91%
vs Peers
+0.19%

SDYAX Mutual Fund Performance

SDYAX performance across multiple time periods: 1-month -1.09%, YTD 10.10%, 1-year 13.43%, 3-year 16.47%, 5-year 8.69%, 10-year 12.62%.

SDYAX returns outperform the peer average of 9.91% YTD. With an expense ratio of 1.18%, investors should weigh costs against performance when evaluating this mutual fund.

SDYAX vs another fund shows side-by-side returns. SDYAX alternatives are available in the Mutual Fund Screener.